Bell Global Equities Fund (Platform)
The Fund invests in a diversified portfolio of high-quality global companies in regions around the world. It employs a bottom up, fundamental based, unconstrained investment approach to stock selection and constructing portfolios.
Bell Asset Management is a specialist global equities investment manager focused on delivering long term growth through active management of global equities in the large cap and global small and mid cap (SMID) companies sectors. Under the leadership of Chief Investment Officer Ned Bell, the investment team has been managing and researching global companies since 2003 and has a long track record of investing through the market cycle. Bell Asset Management provides long only fundamental/bottom up global equity solutions to a diversified investor base across the world.
Invests in an actively managed concentrated portfolio of global small and mid capitalised (SMID) stocks in a variety of regions around the world such as North America, Europe and Asia. It employs a bottom up, fundamental based approach to stock selection and constructing portfolios.
Aims to outperform the MSCI World SMID Cap Index over rolling 3-year periods.
- Diversification by helping to mitigate the risk of holding only mega and large cap exposures.
- Gain exposure to a significant part of the global equity market that is often overlooked.
- Proven track record – the investment team has an established track record of investing in global shares.
The investment team firmly believes that a portfolio of very high quality businesses will deliver above average returns over the medium to long term. It seeks to identify superior companies with sustainable competitive advantages and an ability to consistently generate above average returns on capital.
The investment team employs a ‘bottom-up’ stock selection approach to investing in global equities utilising Quality at a Reasonable Price or QARP. QARP provides exposure to quality companies at a reasonable price, that is, investing in high quality businesses while not overpaying for them. It starts with a wide universe of approximately 900 companies and through its disciplined and quality filters, constructs a portfolio of between 35-55 companies in the Bell Global Emerging Companies Fund and 90-110 companies in the Bell Global Equities Fund.
Bell Asset Management employs a robust and ongoing commitment towards integrating Environmental, Social and Governance (ESG) issues within our investment process. We employ a disciplined investment framework combined with Stewardship and ESG specific activities including ESG screening, ESG analysis, active engagement and proxy voting with companies in all of our portfolios.
We believe that integrating ESG factors into our investment process will deliver superior long term returns to our clients. We believe that as stewards of our client’s capital, active ownership and engagement is in the best interests of our investors.
Visit our ESG philosophy page to see our Stewardship Policy (incorporating ESG and Proxy Voting), Annual ESG Engagement Report, Annual Proxy Voting Report, Latest Monthly Proxy Voting Update, ESG Exclusion Criteria and Excluded Stock List.
Bell Asset Management Limited (BAM) ABN 84 092 278 647, AFSL 231091 is the responsible entity for the Bell Global Equities Fund, Bell Global Sustainable Fund and the Bell Global Emerging Companies Fund (the Funds). Distribution of the Funds is undertaken by Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 (Channel). Neither BAM nor Channel warrant the accuracy, reliability or completeness of the information. This report has been prepared by BAM for information purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any particular recipient – it contains general information only. Before making any decision in relation to the Funds, you should consider your needs and objectives, consult with a licensed financial adviser and obtain a copy of the product disclosure statement, which is available by calling BAM on 1300 305 476 or visiting www.bellasset.com.au. No representation or warranty, express or implied, is made as to the accuracy, completeness or reasonableness of any assumption contained in this report. Past performance is not necessarily indicative of expected future performance. BAM has issued a Target Market Determination (TMD) for each Fund discussed in this presentation and each Fund’s TMD is available at www.bellasset.com.au.
Ned has over 20 years of experience in the investment industry researching and managing global, international and regional equity strategies across differing market cycles. Ned is primarily responsible for the overall return outcomes of client portfolios and providing investment leadership. In addition to this, he has primary research coverage responsibilities for Materials and Telecommunications sectors and secondary responsibilities over Industrials and Health Care sector stocks.
Adrian joined Bell Asset Management in September 2007 and has over 19 years of experience in the investment management industry managing global equities for foundation and institutional client assets. Adrian is responsible for portfolio construction and research of eligible stocks that pass the quantitative screens in Energy, Financials, Information Technology and Utilities sectors and secondary responsibilities over the Telecommunications sector.
Patrik joined Bell Asset Management in March 2011 and has over 20 years experience in the securities and investment management industries. Patrik gained his equities research skills while working in Stockholm, London and Melbourne. Patrik has primary research responsibilities for eligible stocks that pass the quantitative screening in the Industrials sector and secondary research coverage responsibilities over Energy and Materials sectors.
Nicole joined Bell Asset Management in November 2010 and has 19 years of experience in the investment management industry gained in the UK and Australia. Nicole has primary research responsibilities as a global small and mid cap generalist and is co-lead on the Consumer Discretionary and Consumer Staples sectors.
Matt joined Bell Asset Management in April 2018 and has over 20 years’ experience in fundamental equity analysis and portfolio construction in global equities. His primary coverage responsibilities are the small and mid cap investment universe.
Joel has 13 years of experience in the investment management industry. Joel has primary research coverage responsibilities for the Health Care and Consumer Staples sectors and secondary responsibilities in the Financials sector across the cap size spectrum in developed and emerging markets. Joel is also responsible for the trade execution function.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://www.bellasset.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
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